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Advocacy Wealth Management Services’s FirstEnergy FE Stock Holding History

Advocacy Wealth Management Services’s Portfolio FE Stock Details FE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-16
Closed -$1K – 70
2022
Q3 		$1K Hold
16
– – ﹤0.01% 122
2022
Q2 		$1K Hold
16
– – ﹤0.01% 129
2022
Q1 		$1K Hold
16
– – ﹤0.01% 163
2021
Q4 		$1K Hold
16
– – ﹤0.01% 163
2021
Q3 		$1K Hold
16
– – ﹤0.01% 155
2021
Q2 		$1K Buy
+16
New +$595 ﹤0.01% 171

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Advocacy Wealth Management Services's FE Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of FirstEnergy (FE) in Q4 2022, closing a stake of 16 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in FE in Q2 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 716 funds tracked by Wall St. Rank hold FE as of Q4 2022.

  • Advocacy Wealth Management Services reported no remaining FirstEnergy position as of Q4 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 16 FirstEnergy shares in Q4 2022, an estimated $1K.
  • Advocacy Wealth Management Services first reported a position in FirstEnergy in Q2 2021 and held it in 6 quarters.
  • Advocacy Wealth Management Services's FirstEnergy position peaked at $1K in Q3 2022.
  • 716 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.